This template is for educational and organizational purposes only and is not legal advice. Always customize and review paperwork according to your state laws, licensing board requirements, and professional standards.
If youβre still choosing an electronic health record, or youβve just opened a SimplePractice account and are staring at the intake paperwork thinking, βI donβt even know where to start,β this template was made for that moment.
You can use this paperwork:
β¨ as a starting framework while setting up your EHR
β¨ to clarify your policies, fees, and boundaries before entering anything into a system
β¨ or to copy and paste sections directly into SimplePractice (or another EHR) once youβre ready
Many therapists find it easier to build their paperwork outside the EHR first, then transfer it in once everything feels clearer.
If you decide to use SimplePractice, Iβve included my affiliate link below so you can explore it while supporting my work at no extra cost to you.
You're getting mixed messages. One therapist is speaking from burnout and another is speaking from privilege. Where do you start and what all do you need?! Let's start here. You can get this product and others all in one with The Private Practice Starter!